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Getting Started
When considering any investment option, it's best to know if you're the type that wants personalized service or if you want to do most of the work yourself, what your risk tolerances are, what you want to accomplish in your investing and more. If you're into doing it yourself, there are plenty of options available, such as Sharebuilder, and eVISION® .
For the investor looking for personalized advice and face-to-face meetings, CUSO Financial Services, LP., and Vista Capital Partners, Inc. are great investment options. It's all about having options...and that's what First Tech Investment Services delivers.
Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC).
eVision is a registered trademark of CUSO Financial Services, LP. System response and account access times may vary due to market conditions, system performance and other factors.
Sharebuilder is offered by Sharebuilder Securities Corporation, a registered broker/dealer, and Member NASD/SIPC. Copyright 1999-2000. Sharebuilder is a trademark of Netstock Corporation. Patent Pending. Sharebuilder is not affiliated with First Tech and First Tech has no involvement in the relationship between Sharebuilder and its customers.
Investments Are: NOT NCUA/NSUSIF INSURED, NO CREDIT UNION GUARANTEE, MAY LOOSE VALUE.
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